This article provides an overview of how to manage community users, including creating profiles, managing settings, and exporting user data.
Prerequisites
Roles: You must have the Community Administrator or User Administrator role.
External Management: If users are externally managed, all edits must be performed in your external system rather than within Unimarket.
Access User Management
To view and manage your community users, follow this path:
Navigate to the Administration module.
Click Users.
Key Functions
From the Manage Users screen, you can perform the following tasks:
| Action | Description |
|---|---|
| Create User | Create individual user profiles. |
| Upload Users | Perform bulk updates or creations via CSV file import. |
| Edit or Delete User | Update existing user details or remove profiles. |
| Unlock User | Restore access to a locked user account. |
| Invite Users | Send a setup finalization email to new users. |
| Buyer Groups | Used to determine suppliers, buyers can access. |
| User Export List | Download a list of all community users in a CSV format. |
| Out of Office | Used to assign an alternative approver, when the approver is unavailable. |
User Default Settings
Administrators can establish default settings to streamline the setup process for new users, including those using Single Sign-On (SSO).
Go to the Settings tab.
Define the default Role, Buyer Groups, and Organization Units.
Click Save.
These defaults are automatically applied to all users upon account creation.
What's Next/Related
You can also watch a short video on this process: